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Harvest + Instantly Integrations

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Connect Harvest to Instantly
Example screenshots
Example workflows
Triggers and actions
Harvest + your other apps
Instantly + your other apps
FAQ

Harvest + Instantly integrations

Harvest > Instantly

Trigger

Last triggered

Project created

Add tag to campaign

Overview

Connect Harvest to Instantly in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Harvest, Instantly, and many other popular SaaS applications.

Check below for example workflows using Harvest and Instantly, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Harvest and Instantly integrations in Relay.app

Use Relay.app's Harvest integrations to trigger actions across your apps

Preview of Use any of these Harvest actions in your Relay.app workflows

Use Relay.app's Harvest integrations to trigger actions across your apps

Use any of these Harvest actions in your Relay.app workflows

Example Harvest + Instantly workflows

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Automatically add tag to campaign in Instantly for each project created in Harvest

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Remove tag from campaign automatically in Instantly for each client created in Harvest

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Find lead(s) automatically in Instantly for each time entry updated in Harvest

Try it

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Automatically find campaign(s) in Instantly for each expense created in Harvest

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Find campaigns by tags automatically in Instantly for each expense updated in Harvest

Try it

Harvest Triggers

Client

add

Client created

edit_square

Client updated

Estimate

edit

Estimate changed

target

Estimate first meets conditions

add

New estimate added

Expense

add

Expense created

edit_square

Expense updated

Invoice

add

Invoice created

edit_square

Invoice updated

Project

add

Project created

edit_square

Project updated

Task

add

Task created

edit_square

Task updated

Time entry

add

Time entry created

edit_square

Time entry updated

User

add

User created

edit_square

User updated

Instantly Actions

Campaign

new_label

Add tag to campaign

Find campaign(s)

Find campaigns by tags

label_off

Remove tag from campaign

Custom tag

Find custom tag(s)

Lead

Find lead(s)

playlist_add

Move lead to subsequence

playlist_remove

Remove lead from subsequence

edit

Update lead

label

Update lead interest status

Lead interest status label

add

Create lead interest status label

Find lead interest status label(s)

Subsequence

Find subsequence(s)

Instantly Triggers

No Instantly triggers yet

Request trigger

Harvest Actions

Client

Find client(s)

add

Get or create client

edit

Update client

Contact

Find contact(s)

Estimate

Find estimate(s)

Expense

request_quote

Create expense

Find expense(s)

edit

Update expense

Invoice

add

Create invoice

Find invoice(s)

Project

Find project(s)

add

Get or create project

edit

Update project

Task

Find task(s)

Time entry

timer

Create time entry via duration

timer

Create time entry via start and end time

Find time entry(ies)

edit

Update time entry

User

Find user(s)

Create your own Harvest + Instantly integration

Select a trigger in Harvest

Select an action in Instantly

Create your workflow

Connect Harvest to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Instantly to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Harvest to Instantly with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Harvest or Instantly to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Harvest and Instantly to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Harvest to Instantly?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Harvest and Instantly—give it a try and let us know what you think.

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via email

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Screenshot showing how to test a step in an automated workflow in Relay.app

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